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which functionality to use for copying data (setup/configurations/parameters) from one legal entity to another in D365 FO

  • 1.  which functionality to use for copying data (setup/configurations/parameters) from one legal entity to another in D365 FO

    Posted 16 days ago
    In D365 FO, we have functionality for copying data (setup/configurations/parameters) from one legal entity to another using copy into a legal entity and cross-company reference, is there a document or any information onto when is to use which functionality. which one works for what.

    thanks in advance

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    Ramya
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  • 2.  RE: which functionality to use for copying data (setup/configurations/parameters) from one legal entity to another in D365 FO

    SILVER CONTRIBUTOR
    Posted 16 days ago
    Hi,

    Please refer below links:

    (Copy into legal entity in Dynamics 365 for Finance and Operations)
    https://community.dynamics.com/365/financeandoperations/b/dynamicsaxbi/posts/copy-into-legal-entity-in-dynamics-365-for-finance-and-operations

    (Copy into legal entity)
    https://community.dynamics.com/365/financeandoperations/b/axtipsbyfredrik/posts/copy-into-legal-entity

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    Regards,
    Chaitanya Golla
    Lead Architect
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  • 3.  RE: which functionality to use for copying data (setup/configurations/parameters) from one legal entity to another in D365 FO

    GOLD CONTRIBUTOR
    Posted 10 days ago
    And for data entities, suggest to leverage data templates, see which all areas needs data to be exported/imported and accordingly create your data project for legal entity copy

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    Regards
    Rahul Mohta
    Advisor - #D365FO
    Real Dynamics
    California, USA
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